As Founder and Managing Partner of Planning Network Partners, I work to strategically empower every investor, including High Net Worth and Ultra High Net Worth individuals, as well as financial advisors, with sophisticated tools and strategies.
The primary goal? To amplify wealth, protect assets, and promote charitable giving while minimizing tax burdens.
Our Distinct Approach
Wealthy individuals, real estate investors, retirees, and anyone striving to optimize their financial resources all share a common aspiration: achieving superior financial returns while minimizing tax liabilities. At Planning Network Partners, we recognize the uniqueness of each client’s “why.” Our approach is not one-size-fits-all; it’s tailored to your specific goals and aspirations.
Our interdisciplinary team collaborates seamlessly with your existing financial professionals to understand your financial objectives (succession planning, asset protection, etc.) and the deeper motivations driving them. We then leverage an extensive toolkit encompassing various financial disciplines to help you achieve those objectives.
The Power of Charity
I am particularly passionate about one aspect of our mission: leaving a legacy. Charitable organizations, he believes, make a profound impact on communities, often more effectively than government programs. Helping charities benefit from increased donations while simultaneously enabling clients to defer and minimize their own tax liabilities creates legacies..
Join the Conversation
Your financial journey is your own. Through conversation and discovery, we can help you achieve your dreams and goals. If you’re ready to unlock the full potential of your financial future, contact us today. Together, we can embark on a journey that transcends traditional wealth management, creating a lasting legacy.